See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,626 | $102,317-32.0% | $146,958-52.6% | $80,856-13.9% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 13.64% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,272 | $3,713-11.9% | $4,933-33.7% | $2,755+18.8% |
| Participant deferral / active EE | $7,456 | $6,644+12.2% | $8,070-7.6% | $4,296+73.6% |
| Admin fee / account holder | $2,862 | $7,941-64.0% | $12,998-78.0% | $6,918-58.6% |